Insight Global Jobs

Job Description

Day to day:

The goal of a Middle Office Specialist is to oversee Trade Settlement client relationships. Provide excellent customer service and loan settlement services to our growing client base while adhering to strict deadlines and targets given. The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks.

Responsibilities:

• Oversee client portfolio(s)/Agency trades in our loan Trade Closing outsourcing services

• Proactively manage and effectively communicate with internal and external clients

• Manage counterparty's expectations to receive and review primary/secondary par and distressed trade documentation

• Coordinate trade closings among clients, counterparties, and agents -- may include coordination with legal counsel for distressed and/or participations

• Review trade documents, including trade confirm, assignment agreements, and funding memos for discrepancies prior to settlement including using third-party systems

• Manage outstanding trades and maintain comments per client expectation

• Deliver closing packets to custodians and clients before the stated deadlines Education and experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

*3 - 5 yrs. of syndicated bank loan settlement / management experience preferable

-BA or BS BA / BS or equivalent work experience in the financial field Commercial awareness

• Excellent attention to detail

• Strong work ethic

• Takes initiative and ownership of job responsibilities

• Must be able to perform job duties accurately and timely

• Must adhere to deadlines and targets given

• Strong customer service skills

• Strong verbal and written communications skills

• Prepare various reports and metrics needed by internal management or special client requests

• Knowledge of par and distressed loans and the documentation

• Knowledge of trade fee calculations

• Ability to read and interpret credit agreements

• Experience with daily loan transactions

-Pivot tables

• Exposure to ClearPar/VTS/Markit WSO systems a plus null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.